650,000 Shares in Disc Medicine, Inc. $IRON Bought by BVF Inc. IL

Posted by Brenda Bartman on Jun 18th, 2026

BVF Inc. IL acquired a new position in shares of Disc Medicine, Inc. (NASDAQ:IRON – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 650,000 shares of the company’s stock, valued at approximately $51,616,000. Disc Medicine comprises approximately 1.7% of BVF Inc. IL’s holdings, making the stock its 20th biggest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. ANTIPODES PARTNERS Ltd purchased a new stake in shares of Disc Medicine during the fourth quarter worth $33,000. Aster Capital Management DIFC Ltd purchased a new stake in shares of Disc Medicine during the third quarter worth $38,000. KBC Group NV acquired a new position in shares of Disc Medicine during the 4th quarter worth $80,000. Persistent Asset Partners Ltd acquired a new position in shares of Disc Medicine during the 4th quarter worth $141,000. Finally, Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Disc Medicine by 36.5% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,834 shares of the company’s stock worth $146,000 after purchasing an additional 490 shares during the last quarter. 83.70% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider William Jacob Savage sold 5,731 shares of the business’s stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $66.38, for a total transaction of $380,423.78. Following the completion of the transaction, the insider owned 79,480 shares of the company’s stock, valued at approximately $5,275,882.40. The trade was a 6.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Jean M. Franchi sold 6,257 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $69.24, for a total value of $433,234.68. Following the transaction, the chief financial officer directly owned 64,333 shares of the company’s stock, valued at $4,454,416.92. This represents a 8.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 12,388 shares of company stock valued at $841,258 in the last three months. 3.76% of the stock is owned by insiders.

Disc Medicine Stock Up 0.5%

Shares of Disc Medicine stock opened at $70.21 on Thursday. The stock has a market capitalization of $2.68 billion, a P/E ratio of -10.61 and a beta of 0.93. The company has a quick ratio of 24.00, a current ratio of 24.00 and a debt-to-equity ratio of 0.04. The stock has a 50 day moving average price of $68.44 and a two-hundred day moving average price of $71.93. Disc Medicine, Inc. has a 12-month low of $40.00 and a 12-month high of $99.50.

Disc Medicine (NASDAQ:IRON – Get Free Report) last announced its earnings results on Tuesday, May 5th. The company reported ($1.65) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($1.62) by ($0.03). Equities analysts expect that Disc Medicine, Inc. will post -6.74 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Disc Medicine in a research note on Monday, April 20th. Wedbush restated an “outperform” rating and set a $88.00 price target on shares of Disc Medicine in a research note on Wednesday, June 10th. Wall Street Zen upgraded shares of Disc Medicine from a “strong sell” rating to a “sell” rating in a research note on Saturday, April 25th. Wells Fargo & Company increased their price target on shares of Disc Medicine from $78.00 to $79.00 and gave the stock an “overweight” rating in a research note on Monday, March 2nd. Finally, Truist Financial dropped their price target on shares of Disc Medicine from $114.00 to $83.00 and set a “buy” rating on the stock in a research note on Friday, February 27th. Ten investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $105.80.

View Our Latest Analysis on Disc Medicine

About Disc Medicine

(Free Report)

Disc Medicine, Inc (NASDAQ: IRON) is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company’s pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.